The Fixed Fees page supports several bulk actions to help you manage fees efficiently at scale. You can mark fees as complete or incomplete, move fees to a different matter, or delete fees—all in bulk.
This article covers all available bulk actions, what each one does, and best practices for using them.
Available Bulk Actions
When you select one or more fixed fees on the Fixed Fees page, the following bulk action buttons appear:
Mark Complete — Mark selected fees as Completed (ready for billing)
Mark Incomplete — Revert selected fees back to Not Completed
Change Matter — Move selected fees to a different client and matter
Delete — Permanently delete selected fees
How to Select Fees for Bulk Actions
Bulk actions are performed from the Fixed Fees page.
Step 1: Go to the Fixed Fees Page
Navigate to Fixed Fees in the top navigation bar to see all fixed fees across your firm.
Step 2: Filter the List
Use filters to narrow the list before selecting fees.
Common filters:
Completion Status = Not Completed
Fee Type = Completion-based
Client, or Matter
Filtering first helps ensure you only act on the right fees.
Step 3: Select Fees
Use checkboxes to select individual fees
Or use the header checkbox to select all visible fees
Always review the list before proceeding.
Bulk Mark Complete
What "Complete" Means in LeanLaw
When a fixed fee is marked Completed, it means the work included in that fee is finished.
Marking a fee complete:
Signals that all included work is done
Makes completion-based fees eligible for billing
Important: Marking a fee complete does not create or send an invoice. It simply indicates the fee is ready for billing.
Completed vs. Billed
These statuses are related but not the same:
Not Completed — Work is ongoing; fee is not yet ready for billing
Completed — Work is finished and the fee is ready to bill
Billed — The fee has been added to an invoice
For completion-based fees, a fee must be marked Completed before it can be billed.
Completion-Based vs. Date-Based Fees
How completion works depends on the fee type:
Completion-based fees
Must be marked Completed before billing
Common for project-based work (e.g., trademark filings, formations)
Date-based fees
Cannot be manually marked complete; these become billable on their billable date
How to Bulk Mark Complete
With fees selected:
Click Mark Complete
Confirm the action when prompted
The selected fees will immediately update to Completed status
Note: Fees that are already billed or date-based will not be updated and will be skipped.
What Happens After Marking Complete
Completion-based fees become available to add to invoices
Reporting updates to reflect completed work
Marking a fee Completed does not:
Create an invoice
Add the fee to an invoice automatically
Notify the client
You still control when and how billing happens.
Bulk Mark Incomplete
If fees were marked complete prematurely—for example, before revisions are finalized or client feedback is received—you can revert them back to Not Completed.
How to Bulk Mark Incomplete
With fees selected:
Click Mark Incomplete
Confirm the action when prompted
The selected fees will revert to Not Completed status
Note: Fees that are already billed or date-based will not be updated and will be skipped.
When to Use It
Work was marked complete too early and additional effort is still needed
Scope changed after completion and the fee needs more work
An error was made during a previous bulk complete action
Bulk Change Matter
If fixed fees were created on the wrong matter, you can move them to a different client and matter in bulk.
How to Bulk Change Matter
With fees selected:
Click Change Matter
In the dialog, search for and select the target client and matter
Confirm the action
What Happens When You Change Matter
The selected fixed fees are moved to the new matter
If the fees have unbilled time entries, those entries will move to the new matter as well
If time entries are moved, their billing rates will update based on the new matter's rate table
Fixed fee association between entries and their fees is maintained
When to Use It
A fee was accidentally created on the wrong matter
Work is being restructured across matters
A matter is being consolidated or split
Bulk Delete
If fixed fees were created in error or are no longer needed, you can delete them in bulk.
How to Bulk Delete
With fees selected:
Click Delete
Review the confirmation message carefully
Confirm deletion
This action cannot be undone.
What Happens When You Delete Fees
The selected fixed fees are permanently removed
If deleted fees have time entries, those entries will be unassigned from the fee (the time entries themselves are not deleted)
Billed fees cannot be deleted — they will be skipped automatically, and you will be notified in the confirmation message
When to Use It
Duplicate fees were created by mistake
A fee is no longer applicable and has not been billed
Cleaning up test or draft fees
Best Practices
Mark Fees Complete Promptly
Once work is finished, mark the fee complete within a day or two to avoid "pre-billing purgatory"—where finished work stalls before billing.
Review Not Completed Fees Regularly
Weekly or monthly, filter for:
Not Completed fees older than expected
Not Completed fees on closed matters
Align on What "Complete" Means
Make sure your team agrees on when common fee types are considered finished.
Don't Mark Fees Complete Too Early
If work is still pending (revisions, client feedback, filing confirmation), wait. "Almost done" is not complete. You can always use Mark Incomplete to revert if needed.
Filter Before Bulk Actions
Always filter to the relevant subset of fees before performing any bulk action. This reduces the risk of accidentally affecting the wrong fees.
In Summary
The Fixed Fees page provides bulk actions to help you manage fees efficiently: mark complete, mark incomplete, change matter, and delete. By filtering carefully and reviewing before confirming, you can keep fixed-fee workflows clean, accurate, and on track—without extra manual effort.